Form 5500 · Employee benefit plan · ALEXANDRIA, VA
SAGEWATER LLC
Public Form 5500 records show how SAGEWATER LLC (ALEXANDRIA, VA) structures its employee benefits. Its broker of record is PATRICK DUNN JR. Coverage is written through KAISER FOUNDATION HEALTH PLAN INC and 5 other carriers. The plan's most recent policy period ended in August.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 54-1498682 · plan 502 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| KAISER FOUNDATION HEALTH PLAN INC | Health | 108 | August | $17,320 |
| GROUP HOSPITALIZATION MEDICAL SERVICES AND CAREFIRST BLUE CHOICE INC | Health, Dental, Vision | 206 | August | $3,916 |
| RELIANCE STANDARD LIFE INSURANCE | Disability | 97 | August | $2,580 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Life | 96 | August | $228 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Life | 96 | August | $114 |
| GROUP HOSPITALIZATION MEDICAL SERVICES AND CAREFIRST BLUE CHOICE INC | Health, Dental, Vision | 206 | August | $0 |
Questions
Who is SAGEWATER LLC's benefits broker?
Per its most recent Form 5500 Schedule A, SAGEWATER LLC's broker of record is PATRICK DUNN JR.
What insurance carrier does SAGEWATER LLC use?
SAGEWATER LLC's benefit plan is written through KAISER FOUNDATION HEALTH PLAN INC, among 6 disclosed carriers.
When does SAGEWATER LLC's group plan renew?
The most recent Schedule A policy period for SAGEWATER LLC ended in August. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from SAGEWATER LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.